Peggy Boris

LPL Financial Advisor

Peggy is a valued LPL Financial Advisor dedicated to her clients. Peggy has a great passion for helping people and  upholds the practice of putting clients first!  Peggy uses her 15 years of financial advising experience and investment knowledge to build client's portfolios to pursue their retirement goals and more.  Business of Administration Finance degree from University of Wisconsin-Oshkosh.  

Prior to becoming a financial advisor, Peggy spent 15 years in management roles including financial at FIS (formerly Metavante.)  Peggy has great enthusiasm for sports and away from the office, she gives back to the sport of soccer as a board member and past-President of the Bavarian Soccer Club. Her sons Casey and Josh played as Bavarians. Peggy is a former collegiate gymnast and a self-described "groupie" gymnastics fan and coached for many years.

Peggy holds the Series 7 and 66 Registrations through LPL Financial and licensed in Life and Long Term Care Insurance.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, IA, IL, LA, MN, NC, OH, SC, TX, WA, WI

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Phone 262-242-4200
Fax 262-242-4240